LD
LD

Luke Drye

3 Years of Experience
Indianapolis, IN
May Earn Commission

Luke Drye is a registered investment advisor at Lji Wealth Management, LLC, based in Indianapolis, IN, with 3 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,613 clients with $1.1B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,613 clients
Average Client Portfolio
$664K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

Maximum fee is 1.4%, which is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6569 Carrollton Avenue, Indianapolis, IN, 46220

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lji Wealth Management, LLC
August 2022 - Present · 3 yrs 9 mos
State Registrations1 state
IN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Luke Drye - Financial Advisor | TrueAdvisor